ALAI vs SCHD

AALAI

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.6%ALAI and SCHD

ALAI

SCHD

Alger AI Enablers & Adopters ETF · $2.3BSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.43%12-mo yield$143 · $298 on $10k2.98%

−21.1%Worst dropSmaller wins−6.9%

29.5%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · SCHD

0.6%UNH3.9%

Held in common0.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
4	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
4	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs SCHD

ALAI

Alger AI Enablers & Adopters

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureALAISCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.43%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−21.1%−6.9%

Volatility · 1Y29.5%11.7%

4–0measures won
SCHD first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ALAI, SCHD, SMH, VYM

Today

27.0%most shared, ALAI and SMH

ALAISCHDSMHVYM

ALAI—0.6%27.0%4.4%

SCHD0.6%—8.6%21.9%

SMH27.0%8.6%—9.0%

VYM4.4%21.9%9.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee